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WestAmerica Ban shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of WestAmerica Ban (WABC) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in WestAmerica Ban

Tip: Access up to 7 years of quarterly data

All positions including WestAmerica Ban held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WestAmerica Ban by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $622k 13k 48.44
2025-03-31 $655k 13k 50.63
2024-12-31 $684k 13k 52.46

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Top funds holding WestAmerica Ban

BlackRock
Vanguard Group
American Century Companies
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
Millennium Management
Palisade Capital Management
Nuveen
Morgan Stanley
Northern Trust
Arrowstreet Capital, Limited Partnership
Rbo & Co
Charles Schwab Investment Management
AQR Capital Management

View all funds holding WestAmerica Ban